“…even if global economic and financial conditions continued to improve.”
Author: therealheisenberg
The ‘I’ Word Presser
Affixed to the front of Trump’s lectern was a piece of poster board.
Steve Mnuchin To Congress: Crimes Are Legal Now
Rashida Tlaib’s advice: “Get a lawyer”.
Nomura’s Charlie McElligott Explains Why Stocks Can’t Seem To ‘Really Sell Off’
Obviously, the macro narrative is a train wreck, but…
‘Take Out Their Surveillance’: Hikvision, Dahua And Trump’s Widening Dragnet
Tightening the noose.
Trump May Blacklist Chinese Video Surveillance Colossus, Because ‘Human Rights’ Or Whatever…
A decision is expected within “weeks”.
Make ‘Miscalculation’ Great Again
The word became so ubiquitous in trade war commentary that it ceased to have any meaning.
I’ll Die Unhedged, Thank You.
They say you can’t hedge a portfolio for the end of the world.
Don’t Fight The Rate-Setters? Or Are Stocks ‘The Real Aberration’?
“The reality is”…
Trump: It’s ‘Crazy’ That My Accounting Firm Was Ordered To Turn Over Documents To Congress Today
“It is simply not fathomable”…
We’re Devolving. And The Cobblers Are Restless.
“It is time to bring this trade war to an end”.
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
Trump-O-Nomics, Italian Style
“What I care about is a Trump-like revolution.”
Semi Rout At Risk Of Morphing Into Bloodbath As Huawei Reality Sets In
As usual, the market will be forced to deliver the bad news.
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
Anti-Money Laundering Experts, Computers Flagged Trump, Kushner Transactions At Deutsche Bank, Says Dot-Connecting NYT
Do these “dots” connect or don’t they?
It’s All Political These Days: Full Week Ahead Preview
Donald Trump likely won’t be in a good mood as the new week dawns.
He Called His Enemies By Name: Matteo Salvini And Europe At The Crossroads
It was raining in Milan on Saturday when Marine Le Pen addressed the crowd.
There’s China And Then There’s ‘Everything Else’…
If you’re curious to know what US credit investors are concerned about, the answer is “China”.
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
‘Tariff Man’ Versus The World
“…a toxic cocktail of misguided protectionism and tacky jingoism wrapped in faux national security concerns.”
With Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will Eventually Be Resolved
But beware “miscalculations”.
Deutsche’s Kocic: ‘Rates Gamma Is Still Not Relaxing’, Here’s Why
“…this is a possible continuation of the March episode.”
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